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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Upper Saddle River, NJ

Every SEC-registered investment adviser representative at a firm office in Upper Saddle River, with the firms that employ the most of them.

The short answer

8 registered advisors work in Upper Saddle River; the most are at Strategic Advisers LLC (2). 4 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Upper Saddle River

FirmAdvisors in Upper Saddle River
Strategic Advisers LLC2
Brookfield Management Group, LLC1
Citigroup Global Markets Inc. news1
Creative Planning news1
LPL Financial LLC news1
Osaic Wealth, Inc. news1
RBC Capital Markets, LLC news1

Advisors in Upper Saddle River, A to Z

CFP advisors in Upper Saddle River →

Other cities in New Jersey

All of New Jersey →

Morristown 1,113Princeton 834Paramus 731Red Bank 701Weehawken 606Florham Park 578Pennington 573Summit 464Jersey City 454Marlton 371Parsippany 315Short Hills 279Mount Laurel 263Warren 173Bedminster 168Fairfield 152Wall 152Cherry Hill 149Iselin 137Bridgewater 133Shrewsbury 128Holmdel 126Toms River 120Manasquan 114

Questions

How many financial advisors are in Upper Saddle River, NJ?

8 investment adviser representatives are registered at firm offices in Upper Saddle River, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Upper Saddle River?

Strategic Advisers LLC, with 2 registered advisors in Upper Saddle River, followed by Brookfield Management Group, LLC with 1.

How do I check a financial advisor in Upper Saddle River?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.